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美股选股指南:9支最值得买入的500强股票

美股选股指南:9支最值得买入的500强股票

Jen Wieczner 2015-08-18
尽管《财富》500强上榜企业个个规模庞大,声名显赫,但并非每家公司都是投资的好对象,一些上榜企业的股票今年跌得很惨。遵循“投资需谨慎”这一原则总是有益的。不过,本文作者认为,以下这9支股票还是值得入手的。

8. 宜瑞安

美国500强排名:462

5年总回报率:175%

预计今年每股盈利增长率:19.1%

股息率:2%

2015年预期市盈率:14.8倍

华尔街对宜瑞安的态度最多只能用“温和”二字形容。在彭博社追踪的分析师中,只有三分之一推荐“买入”该股,22%的分析师建议“卖出”,其中就包括高盛公司。宜瑞安是一家甜味剂、淀粉等食品添加剂和防腐剂生产商。出于健康考虑,消费者对高果糖玉米糖浆和人工添加剂日益反感,宜瑞安也因此受到了不小的影响。各大餐馆和食品制造商也纷纷停用这些人工调味剂,改用更健康的非转基因食材。

宜瑞安之所以有看涨空间,是由于公司管理层似乎已经下定了决心,打算通过收购等手段继续推动公司增长,同时通过股票回购提高每股收益率。虽然宜瑞安的股息率与标普500的均值基本持平,但它的股利支出从2012年至今已经翻了一番,在过去5年里更是翻了三番,股东们当然希望这一传统能继续保持下去。

8. Ingredion

FORTUNE 500 RANK: 462

5-YEAR TOTAL RETURN: 175%

ESTIMATED EPS GROWTH THIS YEAR: 19.1%

DIVIDEND YIELD: 2%

ESTIMATED 2015 P/E: 14.8

Wall Street’s feelings about Ingredion INGR -1.20% are tepid at best: Only a third of analysts tracked by Bloomberg recommend buying the stock, while 22% would sell it, including Goldman Sachs. A producer of food additives and preservatives such as sweeteners and starches, Ingredion has been hurt as consumers have developed a distaste for high fructose corn syrup and artificial substances that they see as potentially harmful. Restaurants and food producers have been getting rid of artificial and processed flavorings to replace them with healthier or non-genetically modified (non-GMO) ingredients.

The bull case for Ingredion is that management seems determined to grow the company, likely through acquisitions, and also increase earnings per share through stock buybacks. And while Ingredion’s dividend yield is on par with the S&P 500 average, it has doubled its payout since 2012, and tripled it in the last five years, a tradition that shareholders obviously hope will continue.

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